Broker Check
Jane Leonard

Jane Leonard

Financial Representative

Jane joined our team in March 2017 as a Financial Representative. Jane has over 30 years of financial services experience, her longest tenures with The Vanguard Group and KenCrest/Securet Pooled Special Needs Trust. Jane primarily supports our firm’s financial advisors, leads the Voya Cares Special Needs Financial Planning program and is the client service coordinator for Kalejta Financial Management.  

Jane has her Series 7, 63 and 65. She is also licensed in the Commonwealth of Pennsylvania as an agent for life insurance, accident and health insurance, fixed and variable annuities. She graduated from Villanova University with a B.S. degree in Business Administration with a concentration in finance and accounting.

Jane lives in Schwenksville with her husband and 2 daughters.